About Us

"Physicians are part of the fabric of a vibrant community and to be able to assist and serve those who help us so much is incredibly meaningful ..."

The purpose of the business to us is the ability to bring moving parts of a financial life together, bridging the personal goals with the present lifestyle.  This is important as success from the perspective of wealth is more than returns, it is about the choices we make as to how we can use our cash flow to build a life that matters personally and being able to play a role in helping physicians achieve that lifestyle for them.  Seeing someone succeed, being a part of that, through our relationships, is rewarding.  And watching people gain confidence, knowing they can live now and in the future their way, is an incredible feeling.

For us, we work on solving problems, finding options for solutions, and providing perspective for people to succeed on the terms that have meaning to them.  It is about family, wellness, education, and bringing a level of care and excellence that adds value to their lives, operating at a higher standard.  The idea of service is lacking in our world today, and we focus on providing service to add value.  

Wendy joined our group just over 12 years ago and has pretty much done every admin. role on the team – she’s highly focused, quiet, detailed oriented and brings balance to our team.  Working on many projects at one time, from event planning, organizing team events, marketing, ensuring a smooth on-boarding experience for our clients and team members – we call Wendy our “office Mom” for a lot of good reasons.

Wendy has completed her Canadian Securities Course and the Conduct and Practices Handbook (CPH) course.

When she’s looking for some R & R you will find her in the garden or out hiking with her golden retriever Oliver.

Chris has the important responsibility of generating client reports and planning projections. This information is crucial to our continuous client planning and oversight process. Chris understands the significance of accuracy and confidentiality of your personal information.

A graduate of St Mary’s University with a Bachelor of Commerce, Chris has completed his CSC, CPH & WME courses and has a certificate in advanced financial advice. He is currently working on his CFP designation with FP Canada.

A native Haligonian, Chris enjoys lifting weights, running, scuba diving, snowboarding and loves to travel. 

William is responsible for all client trading and portfolio monitoring. William also acts as liaison to different accounting firms as he is closely involved in tax harvesting strategies and year-end tax documentation. His interest in finance focuses on emotional and cognitive biases and how they impact individual investors and market structure.

A graduate of Acadia University with a Bachelor of Business Administration (Finance), William is currently studying to obtain his Chartered Investment Management designation and become a discretionary portfolio manager.

William has a love for the outdoors and can usually be found at his cottage- either waterskiing in the summer or enjoying a sauna and polar swim in the winter.